National Accounts - Research, Platforms & Licensees

Profusion; Melbourne; On-site; AUD 110,000 - 170,000; Full time

Job summary

Profusion, a leading investment solutions business, seeks a National Account Manager to strengthen wholesale relationships with research houses, platforms and licensees. The role focuses on research engagement and national accounts across Melbourne and Sydney with a targeted adviser panel.

Reporting to the Head of Wholesale, you will influence investment ratings, platform positioning and distribution outcomes while developing a broader licensee strategy and expanding coverage in Melbourne and

Qualifications

• Demonstrated experience in wholesale funds management distribution and national account management.
• Established relationships across research houses, platforms and dealer groups.
• Strong understanding of the Australian investment management landscape.

Responsibilities

• Manage and develop relationships with research houses, platforms and licensees.
• Coordinate research review processes and support product positioning.
• Drive strategic distribution with financial advisers across IFA, private wealth and HNW.

Skills

Wholesale funds distribution

National account management

Investment management

Research ratings

Platform menus

Dealer group distribution

Investment literacy

Stakeholder management

Communication

Job description

This firm are a well-established and highly regarded investment solutions business with a strong presence across the Australian wealth management market. Offering a diverse range of investment strategies, the business partners with leading investment managers and financial intermediaries to deliver high-quality investment solutions to Australian investors.

With an established distribution footprint and ambitious growth objectives, the business is seeking an experienced National Account Manager to strengthen its wholesale relationships and support its continued expansion.

The Opportunity

Reporting to the Head of Wholesale, this role will be responsible for managing and developing strategic relationships across research houses, investment platforms, licensees and a targeted panel of financial advisers.

With a particular emphasis on research and national accounts, the position offers an opportunity to influence investment ratings, platform positioning and distribution outcomes, while contributing to the development of a broader licensee coverage strategy across Melbourne and Sydney.

Key Responsibilities

• Manage and develop relationships with leading research houses.
• Coordinate research review processes, maintain investment ratings and support improved product positioning.
• Build strategic relationships across the Australian investment platform market to drive product access and funds under management.
• Manage and expand relationships with key licensee groups, identifying opportunities to broaden distribution coverage.
• Work with the Head of Wholesale to develop and execute strategic account plans across research, platforms and licensees.
• Maintain a small and targeted panel of financial advisers across IFA, private wealth and high-net-worth channels.

Skills & Experience

• Demonstrated experience in wholesale funds management distribution, national account management or a related investment management role.
• Established relationships across research houses, platforms, licensees and/or financial advice networks.
• Strong understanding of the Australian investment management and wealth management landscape.
• Experience working with research ratings, platform investment menus and dealer group distribution channels.
• High level of investment literacy with the ability to engage confidently with investment professionals and key decision-makers.
• Strong commercial acumen and a proven ability to develop strategic relationships and deliver business growth.
• Excellent communication, presentation and stakeholder management skills.
• A proactive, collaborative and results-oriented approach.